Greetings from Avaniconsulting we are hiring fro leading AMC

Role & responsibilities

Job Description of Relationship Manager

CEC

Responsibilities:

To promote all the product line of Mutual Fund

To up sellMutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients





One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI

Certification (Mandatory): Must be NISM Certified

Preferred candidate profile

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 3 years of experience from BFSI/NBFC

Certification (Mandatory): Must be NISM Certified

CTC 4 to12 LPA

📌 Relationship Manager Hni Acquisition (Pune)
🏢 Avani Consulting
📍 Pune